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Sundaram Infrastructure Advantage Fund Direct dividend payout
Equity • Infrastructure • Direct dividend payout
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Infrastructure
Direct dividend payout
Launched On
07 Apr 2014
11.7 years ago
Lock-in Period
No lock-in
NAV
as of 19 Dec 2025
₹59.27
+0.9879% (0.60)
AUM
₹968 Cr
Expense ratio
1.87%
Benchmark
Fund Plan
Annually
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 30D
0.5%
If units sold after 30D
0%
Distribution
Asset split
Market capital
Equity95.38%
Cash4.62%
What's in this fund?
Sectors
Holdings
Industrials
Energy
Communication Services
Utilities
Consumer Cyclical
Fund House
Sundaram
Inc: 31 Mar 1996 • Total AUM: ₹63,997 Cr • Rank #21Sundaram Mutual Fund, started in 1996, has Sundaram Finance Limited as its sponsors. The fund house is headed by Sunil Subramaniam as the CEO. As of 31 March 2024, it has an AUM of ₹70,065 Cr. The company has around 35 lakh clients.
Fund Managers
Clyton Fernandes
Experience: yrs • Total AUM: 1,14,240 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.